In the current economic environment, we are witnessing a unique shift in asset allocation. The slowdown in economic growth and persistent inflationary pressures have significantly impacted the lives of ordinary people, with many feeling a decline in the real purchasing power of their income and a reduction in employment opportunities.

However, this economic predicament has vastly different impacts on various social classes. The affluent groups at the top of the social ladder and large institutional investors face entirely different challenges. They have ample funds but struggle to find ideal investment channels. This "asset scarcity" phenomenon has led to a significant influx of capital into asset classes considered to have certainty and anti-inflation characteristics.

Bitcoin, as digital gold, the stocks of tech giants, and traditional physical gold, has become a safe haven favored by these funds. This explains why the prices of these specific assets continue to rise despite poor overall economic performance. This phenomenon is not driven by economic prosperity or loose monetary policy, but rather a helpless move by large funds under limited options.

Ironically, while the economic recession has intensified financial pressures on ordinary people, it has provided high net worth individuals with the opportunity to restructure their asset portfolios. This imbalance is accelerating the wealth divide in society, making the trend of the rich getting richer and the poor getting poorer even more pronounced.

This phenomenon has triggered a series of profound socio-economic issues: how to protect low and middle-income groups during periods of economic downturn? How to balance economic development and social equity? Policymakers need to carefully consider these issues to ensure that economic recovery benefits all social classes and not just a few elites.